Bitcoin and Ethereum ETFs reverse trend to see inflows after a week. Source: Getty Images. Key Takeaways Bitcoin and Ethereum ETFs ended a streak of outflows with significant inflows on Dec. 30, 2025. This reversal happened after weeks of institutional selling. Past trends indicate that such inflows often push spot prices higher in the days to come. Bitcoin (BTC) and Ethereum (ETH) exchange-traded funds (ETFs) posted their first day of net inflows in weeks, breaking a persistent outflow streak just d ...

Core Viewpoint - Warburg may retain part of their stake if the desired valuation is not achieved, indicating a strategic approach to price discovery based on a 26% sale, which will be secondary in nature [1] Group 1 - The entire price discovery process will hinge on the 26% stake sale, suggesting that this transaction is critical for establishing a valuation benchmark [1] - There will be no primary capital infusion as the company currently does not require additional capital [1] - This transaction is likely a pre-listing round aimed at setting the valuation benchmark for future activities [1]

RT Lightspeed (@Lightspeedpodhq)"Solana at times is quoting spreads that are tighter than Binance"@ryanconnor explains why @solana should lean into HFT and price discovery happening onchain https://t.co/I6jnwDUUMW ...

Daily volume already surpassed Polymarket, making it the #2 prediction market on-chain, and it’s only just getting startedOpinion has officially crossed $1 B in trading volume 🤝@opinionlabsxyz just launched publicly on BNB Chain, bringing the People’s Terminal for global economic trading to the most active chain in crypto.Built for the future of price discovery, Opinion is the first full-stack prediction exchange turning macro insight into tradeable exposure — no Bloomberg, no gatekeepers, no institutions r ...

Cryptocurrency Market Dynamics - Monero (XMR) was systematically delisted from major exchanges like Binance, Coinbase, and Kraken across key regions [1] - Zcash (ZEC), with its optional privacy features, maintains broader availability and liquidity across exchanges [1] - XMR's mandatory privacy architecture made it less attractive to exchanges, impacting its accessibility [1] Liquidity and Price Discovery - Liquidity is a critical factor in price discovery within the cryptocurrency market [1] - The market has demonstrated that assets with limited accessibility due to delisting face challenges in price appreciation [1]

RT toly 🇺🇸 (@aeyakovenko)Permissionless price discovery ...

Core Insights - The company DLI Logistics Ltd is undergoing a bidding process initiated by a one-time settlement (OTS) proposal from its promoter, offering ₹590 crore against an outstanding principal of ₹695 crore [1][6] - A consortium of lenders, including Punjab National Bank and Union Bank of India, is conducting a Swiss challenge auction on October 27, with a reserve price set at ₹590 crore and a minimum bid price of ₹619.50 crore [2][6] - Several asset reconstruction companies (ARCs) have expressed interest in the bidding process, which is expected to enhance transparency and potentially lead to higher recoveries for banks [6] Company Overview - DLI, previously known as Vikram Logistics & Maritime Services, operates as a multimodal integrated logistics service provider [3]

Core Insights - Silver's futures curve has entered deep backwardation, with the front-month contract trading $2.88 higher than later contracts, marking the steepest inversion since 1980 [1][15][24] - This backwardation signals significant changes in the market, indicating potential supply stress, surging demand for physical metal, or a breakdown in the usual price discovery process [2][19][20] Market Dynamics - The current backwardation is driven by strong industrial demand for silver in sectors like solar panels and electric vehicles, coupled with increased investment demand, leading to a double-sided squeeze on supply [9][10][11] - Lease rates for borrowing physical silver have surged dramatically, indicating growing stress in the market, with one-month lease rates spiking to 39% from below 1% earlier in the year [13][14] Implications of Backwardation - Persistent backwardation suggests that the physical market is now leading price discovery, shifting power away from paper markets dominated by speculative trading [26][27] - The current market conditions could lead to a significant revaluation of silver, with potential price targets between $100 and $400 per ounce based on historical patterns and technical analysis [40][42][47] Historical Context - Historical instances of silver entering backwardation have often preceded major price rallies, as seen in January 1980 and early 2011, where physical scarcity led to rapid price increases [32][35][39] - The current situation mirrors past events but is driven by more sustainable factors, including steady industrial demand and tightening mine supply [38][40] Future Outlook - If the backwardation persists, it could lead to a self-reinforcing cycle where rising spot prices and high lease rates force short sellers to cover their positions, further driving prices up [28][29] - The market is likely to seek a new equilibrium that reflects silver's true monetary value, potentially leading to a significant upward price adjustment [47][49]

Market Dynamics - Crypto transforms information into money, accelerating financial flows [1] - Information spreads faster than verification, leading to fake news and impacting finance [1] - Financial flows now structurally outpace fundamentals due to the internet era [1] - Flows shape perception, influencing fundamentals in a reflexive loop, causing faster and more extreme market movements [1] - Markets are highly susceptible to new information [1] Solana's Vision - Solana aims to be the venue where the fastest information connection leads to trading [1] - Solana's vision is to enable financial information to spread globally simultaneously, achieving optimal price discovery [1] - Solana's architecture is designed to be a "sci-fi world computer" for financial information processing [1] Predictions - Black swan events will accelerate [1] - Solana's potential market capitalization is projected to reach trillions [1]

RT Arjun Khemani (@arjunkhemani)Bitcoin and Zcash both have the same fair, front-loaded emission curve, where it’s just miners dumping for the first eight years.Even Bitcoin couldn’t sustain a price above $1,000 until its second halving - after which it skyrocketed to $20,000.Zcash hit its second halving in November last year and is now entering price discovery mode.Emission curves matter. ...